Tax Manager - High Net Worth
About The Position
Wipfli is hiring a Tax Manager focused on high-net-worth individual tax work. The role leads tax compliance engagements according to firm and professional standards, managing budgets, deadlines, client relationships, and firm resources. The Tax Manager is the primary tax contact for clients and ensures proactive communication and timely service. The position reviews tax work papers, provision calculations, returns, research, communications, and other deliverables prepared by associates. It also provides training, direction, and supervision to staff and senior accountants; contributes leadership to firm initiatives; and maintains technical expertise in tax areas related to the role’s industry specialization. Wipfli offers a stated base pay range of $109,000–$147,000. Eligible individuals may also receive an annual discretionary bonus. Benefits include health, dental, and vision coverage; HSA participation with potential firm contributions; an Employee Assistance Program; life and disability coverage; a 401(k), profit sharing, and firm matching; well-being incentives; education and certification assistance; flexible time off; family and parental leave; family formation benefits; cell phone reimbursement; travel rewards; and various voluntary insurance and protection plans. Eligibility depends on annual hours expectation, position status or level, and location.
Requirements
- Bachelor’s degree in Accounting or an equivalent combination of education and experience.
- CPA certification in the state where practicing.
- At least 5 years of job-related experience.
- High-net-worth individual tax experience.
- Prior accounting and/or tax experience.
- Subject-matter leadership in similar accounting and/or tax services.
- Management and/or mentoring experience with staff.
- Experience making recommendations to management.
Nice To Haves
- Prior public accounting experience.
Responsibilities
- Lead and manage tax compliance engagements in accordance with firm and professional standards, budgets, and deadlines.
- Plan and schedule tax engagements with clients and firm resources.
- Serve as the firm’s main tax point of contact for clients.
- Ensure clients receive proactive communication and timely service.
- Review tax work papers and provision calculations completed by other associates.
- Review tax returns, tax research, tax communications, and other requested deliverables.
- Communicate proactively with clients and engagement partners about project status, client service opportunities, and significant matters.
- Train, direct, and supervise staff and senior accountants.
- Participate in and provide leadership for firm initiatives and projects.
- Maintain technical expertise in tax areas related to the industry specialization.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental coverage.
- Vision coverage.
- HSA enrollment with potential firm contribution.
- Employee Assistance Program.
- Firm-sponsored basic life insurance.
- Short- and long-term disability coverage.
- 401(k) savings plan and profit sharing with firm matching contribution.
- Well-being incentive.
- Education and certification assistance.
- Flexible time off.
- Family care leave.
- Parental leave.
- Family formation benefits.
- Cell phone reimbursement.
- Travel rewards.
- Voluntary critical illness and accident insurance.
- Hospital indemnity insurance.
- Legal benefits.
- Long-term care insurance.
- Pet insurance.
- Identity theft protection.
- Supplemental life and AD&D insurance.
- Potential annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
